Join Scotia Wealth Management as a Senior Total Wealth Planner in Edmonton, AB, where you will provide expert financial planning advice to high net worth clients. Bring your knowledge of financial strategies to enhance client relationships and drive results.

This senior role focuses on delivering comprehensive financial plans and acting as a champion of financial planning services within the organization. You will engage in client discovery, prepare tailored financial plans, and present strategies that align with client needs. Collaboration with advisors and relationship managers is key in fostering a culture of integrating financial planning.

Key Responsibilities:
• Gather vital client data through in-depth discovery
• Prepare and review customized financial plans
• Present targeted financial strategies to clients




• Act as a subject matter expert for financial planning
• Foster relationships with external and internal financial experts

Requirements:
• University degree with a financial planning designation
• Minimum 5 years in high net worth financial planning
• Life insurance license and Canadian Securities Course
• Expertise in financial planning software like Naviplan
• Robust interpersonal skills for relationship building

Elevate financial planning practices and enrich client experiences as a Senior Total Wealth Planner with Scotia Wealth Management in Edmonton.
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📌 Edmonton Senior Total Wealth Planner (Alberta)
🏢 Scotiabank
📍 Alberta